AAGTX
Price
$22.49
Change
-$0.14 (-0.62%)
Updated
Jul 7 closing price
Net Assets
48.07B
RAKTX
Price
$21.84
Change
-$0.00 (-0.00%)
Updated
Jul 8 closing price
Net Assets
47.83B
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AAGTX vs RAKTX

Header iconAAGTX vs RAKTX Comparison
Open Charts AAGTX vs RAKTXBanner chart's image
American Funds 2040 Trgt Date Retire A
Price$22.49
Change-$0.14 (-0.62%)
VolumeN/A
Net Assets48.07B
American Funds 2040 Trgt Date Retire R1
Price$21.84
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets47.83B
AAGTX vs RAKTX Comparison Chart in %
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AAGTX vs. RAKTX commentary
Jul 09, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AAGTX is a Hold and RAKTX is a Hold.

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FUNDAMENTALS
Fundamentals
AAGTX (48.1B) and RAKTX (47.8B) have equal amount of cash in the bank . AAGTX pays higher dividends than RAKTX: AAGTX (1.16) vs RAKTX (0.55). AAGTX was incepted earlier than RAKTX: AAGTX (18 years) vs RAKTX (18 years). RAKTX (1.45) is less costly to investors than AAGTX (0.68). AAGTX (6.00) and RAKTX (6.00) have comparable annual turnover. AAGTX (250) and RAKTX (250) have matching initial minimum investment requirements. AAGTX annual gain was more profitable for investors over the last year : 11.58 vs. RAKTX (10.68). AAGTX return over 5 years is better than : 42.79 vs. RAKTX (38.64).
AAGTXRAKTXAAGTX / RAKTX
Total Expense Ratio0.681.4547%
Annual Report Gross Expense Ratio0.681.4547%
Fund Existence18 years18 years-
Gain YTD10.1379.749104%
Front Load6%N/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets48.1B47.8B101%
Annual Yield % from dividends1.160.55210%
Returns for 1 year11.5810.68108%
Returns for 3 years37.9435.49107%
Returns for 5 years42.7938.64111%
Returns for 10 years75.3069.61108%
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